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Building 2FINLEY FINANCIAL, LLC

Map pinLAS VEGAS, NV
Phone503-474-3535
NotebookSEC #801-110657
Total AUM
$259.8M
Employees
1
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11421 RAIN CANYON AVE, 102
LAS VEGAS
NV 89135
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
503-474-3535

ReceiptFinancials

Total AUM
$259.8M
Accounts
290
Discretionary
$259.8M
Accounts
290
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$58.7M
HNW Individual Clients
78
AUM
$201.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
NVORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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